Archive mode — the ledger is frozen as of August 24, 2026. Past calls and track records remain browsable; no new data is being ingested.
u/samvarr
2 theses · first seen May 21, 2026
| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|
| 1d | 2 | 2 | 2 | 100% | -0.9% | -0.9% |
| 3d | 2 | 2 | 2 | 100% | -2.7% | -2.7% |
| 1w | 2 | 2 | 2 | 100% | -2.7% | -2.7% |
| 1m | 2 | 2 | 2 | 100% | -12.1% | -12.1% |
| 3m | 2 | 2 | 1 | 50% | -9.9% | -9.9% |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Thesis history
$USOr/wallstreetbetsDiscussionbearish u/samvarr · 105d ago1 prior · 50% at 3mo In 20k of USO puts because 150 dollar oil is fking stupid
Oil at $150 is unsustainably elevated and will retrace when geopolitical tensions ease. Historical oil spikes have always retraced, and current prices are driven by temporary POTUS policy, making long-dated puts a favorable risk/reward trade.
At post $152.96·Now $131.96-13.7% since postedas of Aug 24, 1:28 PM ET
1d-5.7%
3d-7.9%
1w-7.9%
1m-24.9%
3m-14.8%
6m—
1y—
$TXNr/wallstreetbetsDDbullish u/samvarr · 112d ago1 prior · 50% at 3mo “$40k LEAPs”
The Analog Chip Trade: Texas Instruments to 2 Trillion
Texas Instruments is positioned to capture $1-2T in annual AI capex by 2030 as the leading analog chip supplier with operational domestic fabs. National security mandates, AI infrastructure demands (data centers, nuclear/grid power conversion), and space/satellite buildout will drive massive analog content growth across every compute cluster and critical infrastructure node.
At post $295.17·Now $258.99-12.3% since postedas of Aug 24, 1:28 PM ET
1d+3.8%
3d+2.6%
1w+2.4%
1m+0.7%
3m-5.0%
6m—
1y—